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King Dodson Armstrong Financial Advisors, Inc. (Columbus)


King Dodson Armstrong Financial Advisors, Inc. is a large advisory firm based in Columbus. It manages $83.42 million of regulatory assets for 703 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Ohio, and Texas.




King Dodson Armstrong Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

King Dodson Armstrong Financial Advisors: assets under management

The assets under management (AUM) of King Dodson Armstrong Financial Advisors, Inc. is $83.42 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.81 million in discretionary accounts and $4.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $121.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay King Dodson Armstrong Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where King Dodson Armstrong Financial Advisors, Inc. performs its advisory services is located at 5005 Horizons Drive, Columbus, OH 43220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-459-9000 or by fax 614-459-9099. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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